Current Market Value 548,559,032
Current Holdings 130
Most Recent File Date 2025-08-13
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by D L Carlson Investment Group Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 130 548,559
2025-05-14 2025-03-31 13F-HR 136 520,362
2025-02-12 2024-12-31 13F-HR 147 561,072
2024-11-13 2024-09-30 13F-HR 145 552,453
2024-08-14 2024-06-30 13F-HR 137 518,060
2024-05-14 2024-03-31 13F-HR 139 512,106
2024-02-16 2023-12-31 13F-HR 137 491,270
2023-11-02 2023-09-30 13F-HR 133 496,007
2023-08-09 2023-06-30 13F-HR 135 523,564
2023-05-17 2023-03-31 13F-HR 135 441
2023-02-13 2022-12-31 13F-HR 128 460,326
2022-11-18 2022-09-30 13F-HR 126 459,784
2022-08-10 2022-06-30 13F-HR 135 473,970
2022-05-12 2022-03-31 13F-HR 147 601,516
2022-02-14 2021-12-31 13F-HR 146 626,354
2021-11-05 2021-09-30 13F-HR 144 574,582
2021-08-12 2021-06-30 13F-HR 147 577,520
2021-05-11 2021-03-31 13F-HR 143 548,150
2021-02-09 2020-12-31 13F-HR 138 551,343
2020-11-13 2020-09-30 13F-HR 137 472,424
2020-08-13 2020-06-30 13F-HR 134 335,337
2020-05-07 2020-03-31 13F-HR 144 264,578
2020-02-10 2019-12-31 13F-HR 150 345,216
2019-11-05 2019-09-30 13F-HR 148 318,717
2019-08-19 2019-06-30 13F-HR 151 324,132
2019-05-02 2019-03-31 13F-HR 146 341,907
2019-02-12 2018-12-31 13F-HR 145 301,140
2018-11-13 2018-09-30 13F-HR 141 354,479
2018-08-10 2018-06-30 13F-HR 136 327,217
2018-05-11 2018-03-31 13F-HR 129 317,694
2018-02-09 2017-12-31 13F-HR 132 337,748
2017-11-13 2017-09-30 13F-HR 131 322,159
2017-08-09 2017-06-30 13F-HR 135 340,515
2017-05-15 2017-03-31 13F-HR 127 294,523
2017-02-09 2016-12-31 13F-HR 133 293,495
2016-11-08 2016-09-30 13F-HR 129 287,689
2016-08-10 2016-06-30 13F-HR 129 280,200
2016-05-10 2016-03-31 13F-HR 123 268,582
2016-02-09 2015-12-31 13F-HR 123 268,806
2015-10-29 2015-09-30 13F-HR 120 247,663
2015-08-05 2015-06-30 13F-HR 132 276,849
2015-05-07 2015-03-31 13F-HR 135 280,990
2015-02-09 2014-12-31 13F-HR 136 277,100
2014-11-12 2014-09-30 13F-HR 136 267,420
2014-08-08 2014-06-30 13F-HR 128 274,751
2014-05-06 2014-03-31 13F-HR 125 266,091
2014-02-07 2013-12-31 13F-HR 121 274,197
2013-11-12 2013-09-30 13F-HR 118 260,816
2013-08-12 2013-06-30 13F-HR 116 249,208